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Best financial advisors in Hamilton Township, OH

Registered advisers within 25 miles of Hamilton Township, OH.

Offices
919
Firms
328
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,115,473 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

RETIREMENT PLANNING GROUP, LLC
365 WEALTH MANAGEMENT GROUP
PROSPERA FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MATSON CAPITAL LLC
MATSON MONEY, INC.
FIFTH THIRD SECURITIES, INC.
CINCINNATI ASSET MANAGEMENT INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
SOUND ASSET MANAGEMENT, INC.
TACTICAL FUND ADVISORS, LLC
HORTER INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MCF ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

JAMES PAUL CONNELL
WILLIAM MICHAEL HAASE
WILLIAM LEWIS HAASE
Jay Ralph Slouffman
KELLY ANN TORGGLER
BRIAN DAVID DEBORD
HEATHER NICOLE ANN NELSON
DANIEL JOSEPH LIST
Nicholas A Scarbriel
CORY WILLIAM YOUNGS
RONALD FREDERICK TROYAN
MARC ALLEN SWEDA
FREDERICK DAVID GARTENLAUB
Hayden K Horter
SEAN Patrick MCLAUGHLIN
JULIE LYNN AHRENS
PETER JOSEPH VLAHAKIS
TODD BRUBAKER
DIANE CYNTHIA SNYDER
MARK EDWARD KUHNE
Mitchell Scott Clark
Anthony William Frambes
David Ocasio
Bryan Allan Mitchell
Norman David Eccarius
GLENDA LEE JENSEN
TYLER John KOEBBE
DREW KENT HORTER
GEFFREY HORACE LEWIS
HERBERT LOUIS PERLIN
GLENN W. MOSSELLER
Scott Anton Rehm
Christian Rether
Christopher H Boyd
Frank Re
Veronica Mary Jaeger
ERIK EDWARD WALDRON
DAVID JONATHAN WOOD
Jeremy Ramsey
Bao Nguyen
Neil Mayo
TODD ALLAN STEINBRINK
TODD DANIEL LYON
Noah L. Sayre
TIMOTHY JOSEPH DOUGHERTY
PATRICK Shawn SCARBOROUGH
STACY KLING NABERHAUS
THOMAS KEVIN LIGUZINSKI
MATTHEW EDWARD GLASSMEYER
Colin Trevor Hill

Within 25 miles of Hamilton Township, OH, Best Investors lists 328 registered investment advisory firms with 919 offices nearby, managing about $17.4T in combined regulatory AUM across 3,115,473 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Hamilton Township

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM